Audit Reports

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Use the Audit reports to track the actions performed by supervisors while working in the Calendar and Master Schedule.


Related documentation:

The Audit reports are:

To create a report, click that report's link (above) and follow the steps.

For a complete list of all WFM reports, see the Reports List.

Restrictions

There are some restrictions when working with reports.

Security restrictions

In order to create and print these reports, permission must be assigned. See the Configuration > Roles topics for more information about security privileges.

Date restrictions

For reports whose wizard includes a Date Range screen:

  • If you select weekly or monthly granularity, the Start Date and End Date selectors may be constrained to particular days (to the week's start and end days, or to the selected month's first and last days).
  • If you enter dates that do not match these constraints and click Next, an error message alerts you to change your selection.

Calendar Audit Report

To configure the report:

  1. On the Reports tab, select Audit Reports from the Views menu.
  2. From the list in the Objects pane, select Calendar Audit Report.
    The Reports Wizard's first screen, Header, appears.
  3. Optional: To print a header on the report, select Show Header and type your header text into the text box.
  4. Click Next.
  5. Complete the Date Range screen:
    • Under Action Date Range, do one of the following:
      • Select Start and End dates for supervisor actions in the Calendar module.
      • Select the Any check box to select any date range for supervisor actions in the Calendar module. If checked, the Start and End date fields are disabled.
    • Under Actions and Statuses, check boxes to indicate the actions and statuses that you wish to audit:
      • Insert
      • Edit
      • Delete
      • Preferred
      • Granted
      • Declined
      • Recalled
    • Under Calendar Items Date Range, do one of the following:
      • Select Start and End dates for the agent calendar items you wish to audit.
      • Select the Any check box to select calendar items in any date range. If checked, the Start and End date fields are disabled.
    • Under Options, select Show comments/memo to comments or memo, if any, in the report.
    • Under Sort Options, select one of the following:
      • By Agent name
      • By Supervisor name
      • By Timestamp date
      • By Calendar Item date
  6. Click Next.
  7. On the Data screen, under Available Users, select the supervisors and other users/agents that you want to include in your report.
  8. Click Next.
  9. On the second Data screen, under Available Agents, select the agents to include in the report.
    You can expand business units to display their sites, teams, and agents. You can select agents from multiple sites.
  10. Click Next.
  11. On the Calendar Items screen, select the check boxes for items that you want to include in the report, and clear the check boxes for items that you want to omit. Available selections are:
    • Availability
    • Days Off
    • Shifts
    • Working Hours
    • Times Off
    • Exceptions
  12. Click Finish.
    The report appears in the Report Viewer.

The report is initially sorted by business unit within the enterprise, by site name within each business unit, then team name (if any) within each site. Further sorting is based on Sort Options selected on the Date Range screen.

Here's what's in the report:

Site [header] The selected business unit, site, site time zone, and the (first) selected team.
User Name The name of the user (supervisor) or agent responsible for the action.
Timestamp The date and time of the supervisor action.
Action The description of the action. Examples: Insert, Edit, and Delete.
Date The calendar item day.
Agent The name of the agent affected by the action.
Type The item type name. Example: Working Hours.
Name The calendar item name.
Status The status assigned by the user. Examples: Granted, Declined.
Comments/Memo This column appears if Show Comments was selected on the Date Range screen.

Schedule Audit Report

This report can show not only schedule changes made by supervisors, but also by agents. However, the schedules modified by agents cannot be filtered by the agent name or ID. Instead, all schedules modified by agents are listed as being modified by the SYSTEM user. An example would be an agent trade that is auto-approved by the system. In this case, no supervisor was involved, and that schedule change would be reported in the Schedule Audit Report as being done by the SYSTEM user.

To configure the report:

  1. Complete steps 1 to 3 in Configuring the Calendar Audit Report, selecting Schedule Audit Report in the Objects pane.
  2. Complete the Date Range page:
    • Under Action Date Range, do one of the following:
      • Select Start and End dates for supervisor actions in the Master Schedule.
      • Select the Any check box to select any date range for supervisor actions in the Master Schedule. If checked, the Start and End date fields are disabled.
    • Under Actions, check boxes to indicate the actions that you wish to audit:
      • Publish
      • Cleanup
      • Modify
      • Trade
      • Rollback
    • Under Schedule Date Range, do one of the following:
      • Select Start and End dates for the schedule days you wish to audit.
      • Select the Any check box to select schedule days in any date range. If checked, the Start and End date fields are disabled.
    • Under Options, select Present action's details to control whether additional detail on the action is shown on the report. See Understanding the Schedule Audit Report below for more information.
    • Under Sort Options, select one of the following:
      • By Supervisor name
      • By Timestamp date
      • By Schedule date
  3. Click Next.
  4. On the Data screen, under Available Users, select the supervisors and other users/agents that you want to include in your report.
  5. Click Next.
  6. On the second Data screen, under Available Agents, select the agents to include in the report.
    You can expand business units to display their sites, teams, and agents. You can select agents from multiple sites.
  7. Click Finish.
    The report appears in the Report Viewer.

The report is initially sorted by business unit within the enterprise, by site name within each business unit, then team name (if any) within each site. Further sorting is based on Sort Options selected on the Date Range screen.

Here's what's in the report:

Site [header] The selected business unit, site, and site time zone.
Date Period The selection made by the user for Action Date Range on the Date Range page of the report generation wizard.
User Name The name of the user (supervisor) or agent responsible for the action.
Timestamp The date and time of the supervisor action.
Action The description of the action. Examples: Publish, Cleanup, Modify.
Date Range If the Action is Publish or Cleanup, this column shows the date range for the action. If the Action is Modify, this column shows the date of the modified schedule day.
Applied to If the Action is Publish, this column shows the name of the scenario used for the published data. If the Action is Modify, this column shows the name of the agent associated with the schedule modification. If the Action is Cleanup, this column is empty.

If you selected Present action's details on the Data Range screen, the following applies: If the Action is Publish or Cleanup, the report lists all affected agents.

If the schedule was changed and you checked Present Action's Details on the Date Range page, the report displays two tables at the bottom:

  • Left-hand table: Original schedule
  • Right-hand table: Modified schedule.

The left-hand table contains these columns:

  • Original Schedule
  • Start Time
  • End Time
  • Paid Time
  • Applied To

The right-hand table contains these columns:

  • Modified Schedule
  • Start Time
  • End Time
  • Paid Time
  • Applied To

Configuration Audit Report

To configure the report:

  1. Complete steps 1 to 3 in Configuring the Calendar Audit Report, selecting Configuration Audit Report in the Objects pane.
  2. Complete the Date Range screen:
    • Under Action Date Range, do one of the following:
      • Select Start and End dates for supervisor actions with configuration objects.
      • Select the Any check box to select any date range for supervisor actions with configuration objects. If checked, the Start and End date fields are disabled.
    • Under Actions, select the check boxes which indicate actions that you wish to audit:
      • Insert
      • Modify
      • Delete.
    • Under Sort Options, select one of the following from the drop-down menu:
      • By Object's type
      • By Supervisor name
      • By Timestamp date.
  3. Click Next.
  4. On the Configuration Object Types screen, under Data Types, select the check boxes for data types that you want to include in the report, and clear the check boxes for items that you want to omit.
  5. Click Next.
  6. On the Data Page, under Available Users, select the supervisors and other users (including agents, if shared transport groups are enabled) that you want to include in your report.
  7. Click Next.
  8. On the second Data Page, under Available Sites, select the sites to include in the report.
    You can expand business units to display their sites. You can select multiple sites.
  9. Click Finish.
    The report appears in the Report Viewer.

The report is initially sorted by business unit within the enterprise, by site name within each business unit. Further sorting is based on Sort Options selected on the Date Range screen.

Here's what's in the report:

Header The selected business unit, site, and date period.
User Name The name of the user (supervisor) or agent responsible for the action.
Action The description of the action. Examples: Insert, Edit, and Delete.
Object Type The object that is being reported (Example: Time-Off Type)
Object Name The reported object’s name (Example: Time Off 1)
Timestamp The date and time of the supervisor action.
Field Data field inside the object.
Old Value The object's previous value (if there was one).
New Value The object's updated value.